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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Gore Street Energy Storage Fund
Gore Street Energy Storage Fund (GSF) investor relations material
Gore Street Energy Storage Fund H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary15 Jul, 2026
Executive summary
NAV per share declined to 74.9p from 102.8p year-over-year, mainly due to lower revenues and revised third-party forecasts.
New Board and strategy implemented, focusing on capital recycling, cost efficiencies, and strong shareholder distributions.
Portfolio consists of 28 assets across five geographies, with 1.16 GW total capacity and 643.11 MW operational.
Dividend policy targets 7p per share annually, with a yield of 13.3%.
Financial highlights
Revenue rose to £36.27m, but average revenue per MW/hr declined to £7.32, reflecting challenging market conditions.
Total adjusted fund earnings dropped to £5.96m from £9.8m last year.
Gearing increased to 21.9% of GAV (from 17.8%).
Group cash stood at £51.6m, with £37.8m undrawn debt capacity and £105.8m total drawn debt.
NAV fell to £378.3m from £519.3m year-over-year.
Outlook and guidance
Strategy centers on capital recycling, asset disposals, and higher-return opportunities at a 15% IRR.
Quarterly dividend distributions planned, with 1.75p per quarter.
Augmentation projects on two GB assets are on track, targeting 130 MWh by year-end.
Failure to meet KPIs or complete asset sales may risk dividend payments and bring forward a continuation vote.
Update on Cremzow sale and capital recycling
Explain the Audit Committee's -1.8p NAV adjustment
Timeline for Enderby grid connection resolution
Asset sale impact on dividend and continuation
Audit Committee revenue curve adjustment logic
Cremzow sale pricing and operational concerns
Explain audit committee revenue curve adjustments
How does augmentation design avoid DNO delays?
Why did Irish revenue fall despite performance?
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Latest events from Gore Street Energy Storage Fund
- Strategy shifts to asset recycling, quarterly dividends, and cost cuts to boost shareholder value.GSF
Investor update17 Mar 2026 - EBITDA, revenue, and capacity surged; diversification and ITC inflows to drive future growth.GSFH2 20243 Feb 2026
- NAV fell to 100.5p, but portfolio growth and new US contracts support long-term value.GSFH1 202511 Jan 2026
- NAV fell 12% on lower revenue, but operational growth and special dividends support value.GSFH1 202615 Dec 2025
- Revenue and EBITDA rose, NAV fell, but portfolio outperformed and ITC proceeds beat guidance.GSFH2 202516 Nov 2025
- Global storage leader with 753.4 MW funded, strong cash flow, and adaptive dividend strategy.GSFCMD 202413 Jun 2025
Next Gore Street Energy Storage Fund earnings date
H1 202711 Dec, 2026
Gore Street Energy Storage Fund
Next Gore Street Energy Storage Fund earnings date
H1 202711 Dec, 2026
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